See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: RAYMOND JAMES AND ASSOCIATES, INC. Service code 16 · EIN 59-1237041 | Consulting | $30,744 |
USI CONSULTING GROUP1 year Service code 14 · EIN 06-1053228 | Plan Administrator | $19,029 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $11,058 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,253 | $72,607+83.5% | $90,749+46.8% | $66,914+99.1% |
| Participation rate | 96.6% | 73.7%+22.9pp | 75.7%+20.9pp | 69.8%+26.8pp |
| Annual return | -0.04% | -12.28%+12.2pp | -12.16%+12.1pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,918 | $2,369-19.0% | $2,921-34.3% | $2,544-24.6% |
| Participant deferral / active EE | $1,022 | $3,977-74.3% | $4,564-77.6% | $4,237-75.9% |
| Admin fee / account holder | $287 | $707-59.4% | $8,445-96.6% | $593-51.6% |